Large RIAs name ChatGPT, Copilot and Claude in job posts far more than advisor AI tools
InvestmentNews
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The largest independent RIAs are increasingly naming artificial intelligence tools in their job postings, but mostly the same general-purpose tools used across corporate America rather than advisor-specific fintechs, according to new research from Caddi shared exclusively with InvestmentNews. In the third quarter of 2026, 19.4% of independent RIAs that posted jobs had at least one post naming an AI tool, or 39 of 201 firms, up from 1.1% two years earlier. Since late 2023, 76 of the 455 firms studied have posted at least one job mentioning AI. Caddi is a Seattle-based startup that sells AI agents to automate back-office work for RIAs, such as account opening and custodian paperwork. Wealth-specific AI barely registers in job postings.
This report was first published by InvestmentNews. What you see here is a brief excerpt. The full text is theirs.
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